Investors are weighing a mixed picture for the US economy, with manufacturing continuing to expand, inflation remaining a concern, and markets searching for fresh direction after recent volatility. While technology shares are attempting to stabilise and consumer-facing sectors such as airlines continue to outperform, attention is also turning to Federal Reserve Chair Kevin Warsh's evolving policy approach. Is the US economy still on track for a soft landing, and where are the biggest opportunities and risks for investors in the second half of the year?

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